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Garton & Associates Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Garton & Associates Financial Advisors’s Portfolio SGOL Stock Details SGOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,536
Closed -$104K – 594
2025
Q4 		$104K Buy
+2,536
New +$100K 0.06% 221

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Garton & Associates Financial Advisors's SGOL Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2026, closing a stake of 2,536 shares — an estimated $104K sold.

Garton & Associates Financial Advisors first reported a position in SGOL in Q4 2025 and held it in 1 quarter. The position peaked at $104K in Q4 2025. 488 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,536 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $104K.
  • Garton & Associates Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $104K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.